Broker/Dealers

From deciding how to structure your business to taking advantage of incentives for minimizing tax burden, Anders offers broker/dealers specialized tax planning strategies.

• Business Entity Selection and Structure Planning
• State and Local Income Tax, Sales Tax and Economic Incentives

Through financial statement audits, reviews and compilations, our audit and assurance advisors help broker/dealers strengthen internal controls and identify areas to improve operations.

• Audits, Reviews and Compilations of Financial Statements
• Designing and Implementing Compliance Procedures
• Improving Operations
• Streamlining Accounting Processes
• Testing and Structuring Internal Controls

We recognize that a one-size-fits-all technology strategy doesn’t work for every business. At Anders, our technology advisors can work directly with your IT team to supplement expertise and save overhead costs, or act as your entire outsourced IT department and helpdesk. We can fill in the gaps your company has in network and server monitoring and maintenance, Microsoft licensing, fractional CIO and staff augmentation, helpdesk outsourcing and other IT advisory services as needed.

• Automation, AI and Analytics
• Azure Virtual Desktop Management
• Cybersecurity
• Device Management
• Fractional CIO and IT Advisory
• M&A Technology Advisory
• Microsoft Licensing
• Outsourced IT and Strategic Resourcing
• Network Infrastructure Monitoring and Maintenance
• Server Migrations and Monitoring

Understanding the value of your business is vital when it comes time to sell or add partners. Our forensic and litigation advisors work with broker/dealers on valuations and various litigation, fraud and forensics situations as needed.

• Fraud and Forensics
• Litigation and Dispute
• Valuation